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Name Holding Trade Value Shares
Change
Change in
Stake
WF
776
Welch & Forbes
Massachusetts
$654K -$4.16K -50 -0.7%
S
777
SimplyRich
California
$654K
WT
778
Washington Trust
Rhode Island
$651K -$57.6K -693 -9%
FMWA
779
Forvis Mazars Wealth Advisors
Missouri
$651K +$614K +7,381 New
KWM
780
Kingsview Wealth Management
Oregon
$647K +$65.5K +788 +12%
BS
781
Boenning & Scattergood
Pennsylvania
$646K -$7.65K -92 -1%
GAM
782
Gould Asset Management
California
$646K
SWM
783
Stockman Wealth Management
Montana
$646K +$14.2K +171 +2%
BOTW
784
Bank of the West
California
$645K -$7.98K -96 -1%
Lido Advisors
785
Lido Advisors
California
$645K -$665 -8 -0.1%
MIP
786
Marietta Investment Partners
Wisconsin
$642K +$605K +7,273 New
1IA
787
1834 Investment Advisors
Wisconsin
$639K -$109K -1,315 -15%
MIH
788
Meitav Investment House
Israel
$635K -$328K -3,941 -35%
EFSCE
789
Enterprise Financial Services Corp (EFSC)
Missouri
$633K -$32.4K -390 -5%
BTW
790
Boston Trust Walden
Massachusetts
$630K +$18.7K +225 +3%
MCWS
791
McKinley Carter Wealth Services
West Virginia
$626K +$30.8K +370 +6%
FIB
792
First Interstate Bank
Montana
$623K -$464K -5,583 -44%
CCB
793
Cutter & Co Brokerage
Missouri
$623K +$4.66K +56 +0.8%
MHS
794
M Holdings Securities
Oregon
$614K -$3.33K -40 -0.6%
CSS
795
Cubist Systematic Strategies
Connecticut
$611K -$1.83M -22,041 -76%
HFS
796
HL Financial Services
Kentucky
$609K +$5.74K +69 +1%
CCA
797
Checchi Capital Advisers
California
$608K +$55.6K +668 +11%
CPA
798
Court Place Advisors
Maryland
$607K -$49.9K -600 -8%
PAS
799
Partnervest Advisory Services
California
$606K +$253K +3,046 +80%
DP
800
Dearborn Partners
Illinois
$598K +$49.9K +600 +10%